What changed

Co-leads Clear Pointe Wealth Management, which left Northwestern Mutual for LPL on Sept. 22 as part of two Utah practices reporting ~$1B combined.

Reported / discovered

Sep 24, 2026

Effective

Not reported

New role

Co-Leader, Clear Pointe Wealth Management

Previous role

Not reported

Market

Salt Lake City, UT

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.